Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 2, 2018

The defense stocks are falling out of fears that the Democrats could take the House on the Tuesday U.S. Midterms and remove the defense budget. Trump is basically an arms dealer who insulates himself from the world while he sells arms to each other and kill each other while he walks away with all the money. NOC sales are up 23%, but they didn't hit on all segments, so investors got gunshy. Only 2 of their 4 subsidiaries are making money and growing at a good clip, but not the rest.

Northrop Grumman (NOC-N)
November 2, 2018

The defense stocks are falling out of fears that the Democrats could take the House on the Tuesday U.S. Midterms and remove the defense budget. Trump is basically an arms dealer who insulates himself from the world while he sells arms to each other and kill each other while he walks away with all the money. NOC sales are up 23%, but they didn't hit on all segments, so investors got gunshy. Only 2 of their 4 subsidiaries are making money and growing at a good clip, but not the rest.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$273.800
Owned
Unknown
TOP PICK
TOP PICK
November 2, 2018

They're adding $10 billion in new projects in 2019 plus $26 billion in 2020, mostly natural gas, but also nuclear assets. If Keystone ever gets approved, TRP will take off. Pays a 5.5% dividend. You get paid while you wait. Big beat in Q3. 8-10% dividend growth. (Analysts’ price target is $64.33)

TC Energy (TRP-T)
November 2, 2018

They're adding $10 billion in new projects in 2019 plus $26 billion in 2020, mostly natural gas, but also nuclear assets. If Keystone ever gets approved, TRP will take off. Pays a 5.5% dividend. You get paid while you wait. Big beat in Q3. 8-10% dividend growth. (Analysts’ price target is $64.33)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$50.750
Owned
Yes
TOP PICK
TOP PICK
November 2, 2018

They make medical devides (syringes, blood test equipment). After last year's acqusition, there are two cash-flow companies here which excites him. He's owned this for a decade. 1.3% dividend. 10% dividend and price growth. (Analysts’ price target is $270.50)

Becton Dickinson (BDX-N)
November 2, 2018

They make medical devides (syringes, blood test equipment). After last year's acqusition, there are two cash-flow companies here which excites him. He's owned this for a decade. 1.3% dividend. 10% dividend and price growth. (Analysts’ price target is $270.50)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$235.580
Owned
Yes
TOP PICK
TOP PICK
November 2, 2018

Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67)

Unilever NV (UN-N)
November 2, 2018

Pays a 3.3% yield. They're the leader in emerging markets. Their last quarter beat the street with good growth in EM. Also, they're buying a lot of small, ubiquitous companies that Gen Xers and Millennials patronize. (Analysts’ price target is $61.67)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$53.940
Owned
Yes